Company lists · Data refreshed November 2026
Top 25 Fee-based advisors based in Boston, United States
RevenueBase identified 70 company matches for fee-based advisors associated with Boston, United States as of November 2026 and tracks 1,064 professional contacts across them, including 275 with verified work emails. Across the United States, New York is the largest hub for this category (222 companies); Boston has 70.
This list covers company matches for fee-based advisors associated with Boston, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest fee-based advisors based in Boston, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 56 contacts → | ||||
Exact match “Founded in 1987, Versailles Group is a boutique investment banking firm specializing in mergers, acquisitions, divestitures, private placements, and fairness opinions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 28 contacts → | ||||
Exact match “TFC Financial Management, Inc, founded in 1980, is an independent, fee-only Registered Investment Advisory firm, majority owned by employees.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 25 contacts → | ||||
Exact match “Experience.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 22 contacts → | ||||
Exact match “Seeking veteran financial professionals looking to join an elite network of independent advisors who have banded together to gain leverage in our industry.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 22 contacts → | ||||
Exact match “Bay Colony Advisors (BCA) is an SEC Registered Investment Advisor which supports elite advisors and advisory teams across the country.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 21 contacts → | ||||
Exact match “Civic Financial is an independent financial planning and wealth advisory firm with a mission to inspire financial confidence.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 18 contacts → | ||||
Exact match “Single Point Partners is a fee-only financial planning firm located in Boston, MA.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 17 contacts → | ||||
Exact match “Aureus Asset Management is an independent investment firm that serves high-net-worth individuals, families, and institutional investors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 16 contacts → | ||||
Exact match “Birch Hill manages investments and provides wealth management services for individuals, families, trusts and institutions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 14 contacts → | ||||
Exact match “Penobscot has been providing investment management services to individuals, families and non-profits for over 35 years.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 14 contacts → | ||||
Exact match “Welcome to Cross Coastal Advisors How well are you managing your finances?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 14 contacts → | ||||
Exact match “Wealth is so much more than an account balance or portfolio pie chart.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 13 contacts → | ||||
Exact match “We strive to deliver exceptional financial guidance and personalized service to help you build and preserve your wealth, create a strategy for passing on a lasting heritage to…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 12 contacts → | ||||
Exact match “The Colony Group is the smart choice for building, managing and preserving your wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 12 contacts → | ||||
Exact match “Sage advice.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 11 contacts → | ||||
Exact match “We dedicate ourselves to wealth management for individuals, their families and endowments.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 11 contacts → | ||||
Exact match “Helping Create Your Financial Plan.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 10 contacts → | ||||
Exact match “At Sentry Hill, people are our primary focus.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 10 contacts → | ||||
Exact match “Creating a successful, powerful legacy comes down to making the right strategic decisions around your vision, your wealth, and your business.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 8 contacts → | ||||
Exact match “Highland Peak Wealth is a fee-only, independent financial advisory firm catered to High Net Worth Individuals, Families, and Institutions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 7 contacts → | ||||
Exact match “Prio Wealth, an independent Registered Investment Adviser (RIA) founded in 1988 in Boston, MA, enables clients to prioritize their financial and life goals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 6 contacts → | ||||
Exact match “Wealth is in the details.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 5 contacts → | ||||
Exact match “Wealthramp connects people with vetted, fee-only fiduciary financial advisors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 5 contacts → | ||||
Exact match “Great Point Wealth Advisors is a privately owned registered investment advisor founded in 2008.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 5 contacts → | ||||
Exact match “At NBW Capital, we are focused on delivering superior returns and helping you design a plan to achieve your financial goals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “fee-based advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 70 fee-based advisors based in Boston, United States
See the full list, filter by size, metro and specialty, and access 275 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Fee-based advisors based in Boston, United States at a glance
As of Nov 6, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Boston, so it is reported there. Company counts and contact totals on this page are exact for Boston, over 70 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with Boston, United States whose business descriptions match “fee-based advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 275 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on November 6, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Fee-based advisors by metro in the United States
- Fee-based advisors in New York222
- Fee-based advisors in Houston167
- Fee-based advisors in Atlanta156
- Fee-based advisors in San Diego137
- Fee-based advisors in Dallas129
- Fee-based advisors in Chicago124
- Fee-based advisors in Charlotte110
- Fee-based advisors in Denver109
- Fee-based advisors in Austin108
- Fee-based advisors in Scottsdale106
- Fee-based advisors in San Francisco89
- Fee-based advisors in Tampa88
- Fee-based advisors in Columbus81
- Fee-based advisors in Los Angeles81
- Fee-based advisors in Portland73
- Fee-based advisors in Cincinnati71
- Fee-based advisors in Raleigh71
- Fee-based advisors in Overland Park70
- Fee-based advisors in Phoenix65
- Fee-based advisors in St. Louis63
- Fee-based advisors in San Antonio62
- Fee-based advisors in Indianapolis60
- Fee-based advisors in Columbia59
- Fee-based advisors in Miami59
- Fee-based advisors in Birmingham58
- Fee-based advisors in Newport Beach57
- Fee-based advisors in Pittsburgh56
- Fee-based advisors in Rochester55
- Fee-based advisors in Minneapolis54
- Fee-based advisors in Omaha54
- Fee-based advisors in Louisville53
- Fee-based advisors in Bellevue52
- Fee-based advisors in Richmond51
- Fee-based advisors in Seattle51
- Fee-based advisors in Grand Rapids50
- Fee-based advisors in Irvine50
- Fee-based advisors in Jacksonville48
- Fee-based advisors in Boca Raton46
- Fee-based advisors in Colorado Springs46
- Fee-based advisors in Greenville46
- Fee-based advisors in Greenwood Village45
- Fee-based advisors in Las Vegas45
- Fee-based advisors in Nashville43
- Fee-based advisors in Plano42
- Fee-based advisors in Sarasota42
- Fee-based advisors in Fort Worth41
- Fee-based advisors in Lexington41
- Fee-based advisors in Madison41
- Fee-based advisors in Wilmington41
- Fee-based advisors in Naples40
- Fee-based advisors in Tucson39
- Fee-based advisors in Walnut Creek38
- Fee-based advisors in Washington37
- Fee-based advisors in Baton Rouge35
- Fee-based advisors in Fort Lauderdale35
- Fee-based advisors in Franklin35
- Fee-based advisors in Springfield35
- Fee-based advisors in Troy35
- Fee-based advisors in Charleston34
- Fee-based advisors in Memphis34
- Fee-based advisors in Bloomington33
- Fee-based advisors in Lincoln33
- Fee-based advisors in Orlando33
- Fee-based advisors in Salt Lake City33
- Fee-based advisors in Tulsa33
- Fee-based advisors in Alpharetta32
- Fee-based advisors in Ann Arbor32
- Fee-based advisors in Oklahoma City32
- Fee-based advisors in St. Petersburg32
- Fee-based advisors in Jackson31
- Fee-based advisors in Lafayette31
- Fee-based advisors in Little Rock31
- Fee-based advisors in Brentwood30
- Fee-based advisors in Knoxville30
- Fee-based advisors in Mclean30
- Fee-based advisors in Pasadena30
- Fee-based advisors in Virginia Beach30
- Fee-based advisors in Arlington29
- Fee-based advisors in Cleveland29
- Fee-based advisors in Sacramento29
- Fee-based advisors in San Jose29
- Fee-based advisors in West Chester29
- Fee-based advisors in Frisco28
- Fee-based advisors in Greensboro28
- Fee-based advisors in Lake Oswego28
- Fee-based advisors in Philadelphia28
- Fee-based advisors in Pittsford28
- Fee-based advisors in Plymouth28
- Fee-based advisors in Reno28
- Fee-based advisors in The Woodlands28
- Fee-based advisors in Bethesda27
- Fee-based advisors in Kansas City27
- Fee-based advisors in Lancaster27
- Fee-based advisors in Westlake Village27
- Fee-based advisors in Boise26
- Fee-based advisors in Buffalo26
- Fee-based advisors in Chesterfield26
- Fee-based advisors in Milwaukee26
- Fee-based advisors in Spokane26
- Fee-based advisors in Carmel25
- Fee-based advisors in Reston25
- Fee-based advisors in Rockville25
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “fee-based advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many fee-based advisors are there based in Boston, United States?
RevenueBase identified 70 company matches for fee-based advisors associated with Boston, United States as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Versailles Group, LTD tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United States has the most fee-based advisors?
New York leads the United States with 222 company records, followed by Houston (167) and Atlanta (156). Boston has 70.
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 275 professional contacts with verified work emails tracked across these 70 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 70 fee-based advisors based in Boston, United States. Start with a free account, no credit card.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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Company intelligence · public preview
Top 25 fee-based advisors based in Boston, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 70 matching company records for fee-based advisors based in Boston, United States, with 1,064 tracked contacts and 275 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 fee-based advisors based in Boston, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Versailles Group, LTDversaillesgroup.comHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 56 contacts → |
“Founded in 1987, Versailles Group is a boutique investment banking firm specializing in mergers, acquisitions, divestitures, private placements, and fairness opinions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  TFC Financial Management, INCtfcfinancial.comHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 28 contacts → |
“TFC Financial Management, Inc, founded in 1980, is an independent, fee-only Registered Investment Advisory firm, majority owned by employees.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Winslow, Evans & Crocker, INCwinslowevanscrocker.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 25 contacts → |
“Experience.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Flagship Harbor Advisorsflagshipharbor.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 22 contacts → |
“Seeking veteran financial professionals looking to join an elite network of independent advisors who have banded together to gain leverage in our industry.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  BAY Colony Advisorsbaycolonyadvisors.comHQ: Boston, United StatesReported employees: 11-50 | Boston, United States | 11-50 | Exact match | 22 contacts → |
“Bay Colony Advisors (BCA) is an SEC Registered Investment Advisor which supports elite advisors and advisory teams across the country.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Civic Financialcivicfinancial.comHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 21 contacts → |
“Civic Financial is an independent financial planning and wealth advisory firm with a mission to inspire financial confidence.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Single Point Partnersspcfo.comHQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 18 contacts → |
“Single Point Partners is a fee-only financial planning firm located in Boston, MA.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Aureus Asset Managementaureus-asset.comHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 17 contacts → |
“Aureus Asset Management is an independent investment firm that serves high-net-worth individuals, families, and institutional investors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Birch Hill Investment Advisors LLCbhboston.comHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 16 contacts → |
“Birch Hill manages investments and provides wealth management services for individuals, families, trusts and institutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Penobscot Investment Management Company, INCpimboston.comHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 14 contacts → |
“Penobscot has been providing investment management services to individuals, families and non-profits for over 35 years.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Cross Coastal Advisorscrosscoastaladvisors.comHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 14 contacts → |
“Welcome to Cross Coastal Advisors How well are you managing your finances?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Northeast Investment Management, INCnortheastinvest.comHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 14 contacts → |
“Wealth is so much more than an account balance or portfolio pie chart.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Hoopoe Advisorshoopoeadvisors.comHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 13 contacts → |
“We strive to deliver exceptional financial guidance and personalized service to help you build and preserve your wealth, create a strategy for passing on a lasting heritage to…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  The Colony Groupthecolonygroup.comHQ: Boston, MA, United StatesReported employees: 201-500 | Boston, MA, United States | 201-500 | Exact match | 12 contacts → |
“The Colony Group is the smart choice for building, managing and preserving your wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Catalyst Financial Partnerscatalystfp.comHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 12 contacts → |
“Sage advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Boston Financial Management, LLCbfminvest.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 11 contacts → |
“We dedicate ourselves to wealth management for individuals, their families and endowments.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Monument Financial Group Bostonmonumentfinancialgroup.nm.comHQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 11 contacts → |
“Helping Create Your Financial Plan.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Sentry Hill Financial Advisors, Northwestern Mutualsentryhill.nm.comHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 10 contacts → |
“At Sentry Hill, people are our primary focus.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Legacy Financial Group Northwestern Mutuallegacyfinancialgroup.nm.comHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 10 contacts → |
“Creating a successful, powerful legacy comes down to making the right strategic decisions around your vision, your wealth, and your business.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Highland Peak Wealthhighlandpeakwealth.comHQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 8 contacts → |
“Highland Peak Wealth is a fee-only, independent financial advisory firm catered to High Net Worth Individuals, Families, and Institutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Prio Wealthpriowealth.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 7 contacts → |
“Prio Wealth, an independent Registered Investment Adviser (RIA) founded in 1988 in Boston, MA, enables clients to prioritize their financial and life goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Raskin Planning Groupraskinplanning.comHQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 6 contacts → |
“Wealth is in the details.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Wealthrampwealthramp.comHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 5 contacts → |
“Wealthramp connects people with vetted, fee-only fiduciary financial advisors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Great Point Wealth Advisors, LLCgreatpointwealth.comHQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 5 contacts → |
“Great Point Wealth Advisors is a privately owned registered investment advisor founded in 2008.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | NBW Capital LLCnbwcapital.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 5 contacts → |
“At NBW Capital, we are focused on delivering superior returns and helping you design a plan to achieve your financial goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 70 company matches
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Fee-based advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
70 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for Boston, so it is reported there. Company counts and contact totals on this page are exact for Boston, over 70 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Fee-based advisors by metro in the United States
- Fee-based advisors in New York222
- Fee-based advisors in Houston167
- Fee-based advisors in Atlanta156
- Fee-based advisors in San Diego137
- Fee-based advisors in Dallas129
- Fee-based advisors in Chicago124
- Fee-based advisors in Charlotte110
- Fee-based advisors in Denver109
- Fee-based advisors in Austin108
- Fee-based advisors in Scottsdale106
- Fee-based advisors in San Francisco89
- Fee-based advisors in Tampa88
- Fee-based advisors in Columbus81
- Fee-based advisors in Los Angeles81
- Fee-based advisors in Portland73
- Fee-based advisors in Cincinnati71
- Fee-based advisors in Raleigh71
- Fee-based advisors in Overland Park70
- Fee-based advisors in Phoenix65
- Fee-based advisors in St. Louis63
- Fee-based advisors in San Antonio62
- Fee-based advisors in Indianapolis60
- Fee-based advisors in Columbia59
- Fee-based advisors in Miami59
- Fee-based advisors in Birmingham58
- Fee-based advisors in Newport Beach57
- Fee-based advisors in Pittsburgh56
- Fee-based advisors in Rochester55
- Fee-based advisors in Minneapolis54
- Fee-based advisors in Omaha54
- Fee-based advisors in Louisville53
- Fee-based advisors in Bellevue52
- Fee-based advisors in Richmond51
- Fee-based advisors in Seattle51
- Fee-based advisors in Grand Rapids50
- Fee-based advisors in Irvine50
- Fee-based advisors in Jacksonville48
- Fee-based advisors in Boca Raton46
- Fee-based advisors in Colorado Springs46
- Fee-based advisors in Greenville46
- Fee-based advisors in Greenwood Village45
- Fee-based advisors in Las Vegas45
- Fee-based advisors in Nashville43
- Fee-based advisors in Plano42
- Fee-based advisors in Sarasota42
- Fee-based advisors in Fort Worth41
- Fee-based advisors in Lexington41
- Fee-based advisors in Madison41
- Fee-based advisors in Wilmington41
- Fee-based advisors in Naples40
- Fee-based advisors in Tucson39
- Fee-based advisors in Walnut Creek38
- Fee-based advisors in Washington37
- Fee-based advisors in Baton Rouge35
- Fee-based advisors in Fort Lauderdale35
- Fee-based advisors in Franklin35
- Fee-based advisors in Springfield35
- Fee-based advisors in Troy35
- Fee-based advisors in Charleston34
- Fee-based advisors in Memphis34
- Fee-based advisors in Bloomington33
- Fee-based advisors in Lincoln33
- Fee-based advisors in Orlando33
- Fee-based advisors in Salt Lake City33
- Fee-based advisors in Tulsa33
- Fee-based advisors in Alpharetta32
- Fee-based advisors in Ann Arbor32
- Fee-based advisors in Oklahoma City32
- Fee-based advisors in St. Petersburg32
- Fee-based advisors in Jackson31
- Fee-based advisors in Lafayette31
- Fee-based advisors in Little Rock31
- Fee-based advisors in Brentwood30
- Fee-based advisors in Knoxville30
- Fee-based advisors in Mclean30
- Fee-based advisors in Pasadena30
- Fee-based advisors in Virginia Beach30
- Fee-based advisors in Arlington29
- Fee-based advisors in Cleveland29
- Fee-based advisors in Sacramento29
- Fee-based advisors in San Jose29
- Fee-based advisors in West Chester29
- Fee-based advisors in Frisco28
- Fee-based advisors in Greensboro28
- Fee-based advisors in Lake Oswego28
- Fee-based advisors in Philadelphia28
- Fee-based advisors in Pittsford28
- Fee-based advisors in Plymouth28
- Fee-based advisors in Reno28
- Fee-based advisors in The Woodlands28
- Fee-based advisors in Bethesda27
- Fee-based advisors in Kansas City27
- Fee-based advisors in Lancaster27
- Fee-based advisors in Westlake Village27
- Fee-based advisors in Boise26
- Fee-based advisors in Buffalo26
- Fee-based advisors in Chesterfield26
- Fee-based advisors in Milwaukee26
- Fee-based advisors in Spokane26
- Fee-based advisors in Carmel25
- Fee-based advisors in Reston25
- Fee-based advisors in Rockville25
Questions about this company list
What does Exact match mean for fee-based advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many fee-based advisors did RevenueBase find based in Boston, United States?
The saved snapshot records 70 matching company records, 1,064 tracked contacts and 275 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Fee-based advisors by geography
- Fee-based advisors based in Melbourne, Australia
- Fee-based advisors based in Sydney, Australia
- Fee-based advisors based in Sao Paulo, Brazil
- Fee-based advisors based in Calgary, Canada
- Fee-based advisors based in Toronto, Canada
- Fee-based advisors based in Vancouver, Canada
- Fee-based advisors based in Paris, France
- Fee-based advisors based in Bangalore, India
- Fee-based advisors based in Mumbai, India
- Fee-based advisors based in Pune, India
- Fee-based advisors based in Singapore, Singapore
- Fee-based advisors based in Cape Town, South Africa
Cite this list
RevenueBase Data Team. Top 25 fee-based advisors based in Boston, United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/fee-based-advisors/united-states/boston.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Fee-based advisors based in Melbourne, Australia
- Fee-based advisors based in Sydney, Australia
- Fee-based advisors based in Sao Paulo, Brazil
- Fee-based advisors based in Calgary, Canada
- Fee-based advisors based in Toronto, Canada
- Fee-based advisors based in Vancouver, Canada
Company intelligence · public preview
Top 25 fee-based advisors based in Boston, United States
RevenueBase records 70 matching company records for fee-based advisors based in Boston, United States, with 1,064 tracked contacts and 275 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 fee-based advisors based in Boston, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Versailles Group, LTDversaillesgroup.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 56 contacts → |
“Founded in 1987, Versailles Group is a boutique investment banking firm specializing in mergers, acquisitions, divestitures, private placements, and fairness opinions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | TFC Financial Management, INCtfcfinancial.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 28 contacts → |
“TFC Financial Management, Inc, founded in 1980, is an independent, fee-only Registered Investment Advisory firm, majority owned by employees.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Winslow, Evans & Crocker, INCwinslowevanscrocker.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 25 contacts → |
“Experience.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Flagship Harbor Advisorsflagshipharbor.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 22 contacts → |
“Seeking veteran financial professionals looking to join an elite network of independent advisors who have banded together to gain leverage in our industry.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | BAY Colony Advisorsbaycolonyadvisors.com HQ: Boston, United StatesReported employees: 11-50 | Boston, United States | 11-50 | Exact match | 22 contacts → |
“Bay Colony Advisors (BCA) is an SEC Registered Investment Advisor which supports elite advisors and advisory teams across the country.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Civic Financialcivicfinancial.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 21 contacts → |
“Civic Financial is an independent financial planning and wealth advisory firm with a mission to inspire financial confidence.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Single Point Partnersspcfo.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 18 contacts → |
“Single Point Partners is a fee-only financial planning firm located in Boston, MA.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Aureus Asset Managementaureus-asset.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 17 contacts → |
“Aureus Asset Management is an independent investment firm that serves high-net-worth individuals, families, and institutional investors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Birch Hill Investment Advisors LLCbhboston.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 16 contacts → |
“Birch Hill manages investments and provides wealth management services for individuals, families, trusts and institutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Penobscot Investment Management Company, INCpimboston.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 14 contacts → |
“Penobscot has been providing investment management services to individuals, families and non-profits for over 35 years.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Cross Coastal Advisorscrosscoastaladvisors.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 14 contacts → |
“Welcome to Cross Coastal Advisors How well are you managing your finances?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Northeast Investment Management, INCnortheastinvest.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 14 contacts → |
“Wealth is so much more than an account balance or portfolio pie chart.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Hoopoe Advisorshoopoeadvisors.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 13 contacts → |
“We strive to deliver exceptional financial guidance and personalized service to help you build and preserve your wealth, create a strategy for passing on a lasting heritage to…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | The Colony Groupthecolonygroup.com HQ: Boston, MA, United StatesReported employees: 201-500 | Boston, MA, United States | 201-500 | Exact match | 12 contacts → |
“The Colony Group is the smart choice for building, managing and preserving your wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Catalyst Financial Partnerscatalystfp.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 12 contacts → |
“Sage advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Boston Financial Management, LLCbfminvest.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 11 contacts → |
“We dedicate ourselves to wealth management for individuals, their families and endowments.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Monument Financial Group Bostonmonumentfinancialgroup.nm.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 11 contacts → |
“Helping Create Your Financial Plan.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Sentry Hill Financial Advisors, Northwestern Mutualsentryhill.nm.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 10 contacts → |
“At Sentry Hill, people are our primary focus.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Legacy Financial Group Northwestern Mutuallegacyfinancialgroup.nm.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 10 contacts → |
“Creating a successful, powerful legacy comes down to making the right strategic decisions around your vision, your wealth, and your business.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Highland Peak Wealthhighlandpeakwealth.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 8 contacts → |
“Highland Peak Wealth is a fee-only, independent financial advisory firm catered to High Net Worth Individuals, Families, and Institutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Prio Wealthpriowealth.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 7 contacts → |
“Prio Wealth, an independent Registered Investment Adviser (RIA) founded in 1988 in Boston, MA, enables clients to prioritize their financial and life goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Raskin Planning Groupraskinplanning.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 6 contacts → |
“Wealth is in the details.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Wealthrampwealthramp.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 5 contacts → |
“Wealthramp connects people with vetted, fee-only fiduciary financial advisors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Great Point Wealth Advisors, LLCgreatpointwealth.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 5 contacts → |
“Great Point Wealth Advisors is a privately owned registered investment advisor founded in 2008.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | NBW Capital LLCnbwcapital.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 5 contacts → |
“At NBW Capital, we are focused on delivering superior returns and helping you design a plan to achieve your financial goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 70 company matches
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Fee-based advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
70 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for Boston, so it is reported there. Company counts and contact totals on this page are exact for Boston, over 70 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Fee-based advisors by metro in the United States
- Fee-based advisors in New York222
- Fee-based advisors in Houston167
- Fee-based advisors in Atlanta156
- Fee-based advisors in San Diego137
- Fee-based advisors in Dallas129
- Fee-based advisors in Chicago124
- Fee-based advisors in Charlotte110
- Fee-based advisors in Denver109
- Fee-based advisors in Austin108
- Fee-based advisors in Scottsdale106
- Fee-based advisors in San Francisco89
- Fee-based advisors in Tampa88
- Fee-based advisors in Columbus81
- Fee-based advisors in Los Angeles81
- Fee-based advisors in Portland73
- Fee-based advisors in Cincinnati71
- Fee-based advisors in Raleigh71
- Fee-based advisors in Overland Park70
- Fee-based advisors in Phoenix65
- Fee-based advisors in St. Louis63
- Fee-based advisors in San Antonio62
- Fee-based advisors in Indianapolis60
- Fee-based advisors in Columbia59
- Fee-based advisors in Miami59
- Fee-based advisors in Birmingham58
- Fee-based advisors in Newport Beach57
- Fee-based advisors in Pittsburgh56
- Fee-based advisors in Rochester55
- Fee-based advisors in Minneapolis54
- Fee-based advisors in Omaha54
- Fee-based advisors in Louisville53
- Fee-based advisors in Bellevue52
- Fee-based advisors in Richmond51
- Fee-based advisors in Seattle51
- Fee-based advisors in Grand Rapids50
- Fee-based advisors in Irvine50
- Fee-based advisors in Jacksonville48
- Fee-based advisors in Boca Raton46
- Fee-based advisors in Colorado Springs46
- Fee-based advisors in Greenville46
- Fee-based advisors in Greenwood Village45
- Fee-based advisors in Las Vegas45
- Fee-based advisors in Nashville43
- Fee-based advisors in Plano42
- Fee-based advisors in Sarasota42
- Fee-based advisors in Fort Worth41
- Fee-based advisors in Lexington41
- Fee-based advisors in Madison41
- Fee-based advisors in Wilmington41
- Fee-based advisors in Naples40
- Fee-based advisors in Tucson39
- Fee-based advisors in Walnut Creek38
- Fee-based advisors in Washington37
- Fee-based advisors in Baton Rouge35
- Fee-based advisors in Fort Lauderdale35
- Fee-based advisors in Franklin35
- Fee-based advisors in Springfield35
- Fee-based advisors in Troy35
- Fee-based advisors in Charleston34
- Fee-based advisors in Memphis34
- Fee-based advisors in Bloomington33
- Fee-based advisors in Lincoln33
- Fee-based advisors in Orlando33
- Fee-based advisors in Salt Lake City33
- Fee-based advisors in Tulsa33
- Fee-based advisors in Alpharetta32
- Fee-based advisors in Ann Arbor32
- Fee-based advisors in Oklahoma City32
- Fee-based advisors in St. Petersburg32
- Fee-based advisors in Jackson31
- Fee-based advisors in Lafayette31
- Fee-based advisors in Little Rock31
- Fee-based advisors in Brentwood30
- Fee-based advisors in Knoxville30
- Fee-based advisors in Mclean30
- Fee-based advisors in Pasadena30
- Fee-based advisors in Virginia Beach30
- Fee-based advisors in Arlington29
- Fee-based advisors in Cleveland29
- Fee-based advisors in Sacramento29
- Fee-based advisors in San Jose29
- Fee-based advisors in West Chester29
- Fee-based advisors in Frisco28
- Fee-based advisors in Greensboro28
- Fee-based advisors in Lake Oswego28
- Fee-based advisors in Philadelphia28
- Fee-based advisors in Pittsford28
- Fee-based advisors in Plymouth28
- Fee-based advisors in Reno28
- Fee-based advisors in The Woodlands28
- Fee-based advisors in Bethesda27
- Fee-based advisors in Kansas City27
- Fee-based advisors in Lancaster27
- Fee-based advisors in Westlake Village27
- Fee-based advisors in Boise26
- Fee-based advisors in Buffalo26
- Fee-based advisors in Chesterfield26
- Fee-based advisors in Milwaukee26
- Fee-based advisors in Spokane26
- Fee-based advisors in Carmel25
- Fee-based advisors in Reston25
- Fee-based advisors in Rockville25
Questions about this company list
What does Exact match mean for fee-based advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many fee-based advisors did RevenueBase find based in Boston, United States?
The saved snapshot records 70 matching company records, 1,064 tracked contacts and 275 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Fee-based advisors by geography
- Fee-based advisors based in Melbourne, Australia
- Fee-based advisors based in Sydney, Australia
- Fee-based advisors based in Sao Paulo, Brazil
- Fee-based advisors based in Calgary, Canada
- Fee-based advisors based in Toronto, Canada
- Fee-based advisors based in Vancouver, Canada
- Fee-based advisors based in Paris, France
- Fee-based advisors based in Bangalore, India
- Fee-based advisors based in Mumbai, India
- Fee-based advisors based in Pune, India
- Fee-based advisors based in Singapore, Singapore
- Fee-based advisors based in Cape Town, South Africa
Cite this list
RevenueBase Data Team. Top 25 fee-based advisors based in Boston, United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/fee-based-advisors/united-states/boston.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Fee-based advisors based in Melbourne, Australia
- Fee-based advisors based in Sydney, Australia
- Fee-based advisors based in Sao Paulo, Brazil
- Fee-based advisors based in Calgary, Canada
- Fee-based advisors based in Toronto, Canada
- Fee-based advisors based in Vancouver, Canada